See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,300 | $133,958-89.3% | $112,228-87.3% | $134,475-89.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.37% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,837 | $4,038-54.5% | $3,635-49.5% | $4,740-61.2% |
| Participant deferral / active EE | $7,079 | $5,291+33.8% | $4,728+49.7% | $6,400+10.6% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-99.0% | $11,426-99.4% |